- Grant Thornton (New York, NY)
- As a Valuation & Modeling - Real Estate - Managing Director , you'll assist clients by leading teams that apply traditional and cutting-edge valuation approaches ... day-to-day may include: + Supervising and overseeing the real estate component of Valuation engagements throughout the transaction process...we believe in making business more personal and building trust into every result - for our clients and… more
- Cherry Bekaert (Albany, NY)
- …Advisory services to our clients for over 75 years! We are seeking a **Property Tax Director .** **The location is flexible and remote would be considered.** Some ... all consulting projects. The primary responsibilities of the Property Tax Director is focused in the following:...manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate… more
- BlackRock (New York, NY)
- …areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + Retirement ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… more
- University of Rochester (Rochester, NY)
- …prospects and draft proposals which require knowledge of life-income gifts, bequests, real estate , and tangible property along with the tax law implications for ... of Rochester Donor Advised Funds, publicly traded securities, real estate , closely held securities and other hard to value...programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and… more
- Cherry Bekaert (Albany, NY)
- …Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director ( Director ). We ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
- Trinity Health (Albany, NY)
- **Employment Type:** Full time **Shift:** Day Shift **Description:** Director , Planned Giving - St. Peter's Health Partners - Full-Time Days **Summary:** The ... Director of Planned Giving shall provide strategic, logistical and...planned and outright major gifts that require financial and/or estate planning expertise. The position supports the work of… more
- City of New York (New York, NY)
- …sources for Trust projects (including as applicable senior debt, historic tax credits, sustainability loans or grants, and public subsidy), and ensuring close ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- KeyBank (New York, NY)
- …for all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and ... and responsibilities of the bank and to provide well-coordinated estate , tax , and financial planning alternatives to...all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team… more
- Banc of California (New York, NY)
- …Finance (CAF) loan portfolio under the general supervision of the Managing Director , CAF. Responsible for loan underwriting and credit approval with direct ... staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing… more
- Ryder System (Albany, NY)
- …operation needs and growth initiatives. The position reports to the Director Environmental Engineering and will supervise Project Engineers, supplier relationships ... guidelines while also securing maximum benefit and recovery from State Trust Fund Reimbursement programs. **Essential Functions** + Business Growth and Cost… more